Customer information

1. Open the customer screen

   The customer screen opens with blank entries.

   

2. Find a customer

   Enter an account number or customer name in the Account#/Name entry at the top of the screen and press Enter.

   

3. Work with the account

   If the account exists, the Billing Data tab displays its billing information. Use the customer toolbar to navigate forward and backward, inquire about the customer, add a new customer or edit the current account.

   

Customer screen toolbar

Button	Action
	Advanced search to find customers by other fields.
	Go to the first, previous, next or last customer in the system.
	Add a new account.
	Edit information for the currently displayed customer.
	Delete customer — not available; users cannot delete customers.
	Show a list of customers in the system.
	Show the notes maintenance screen for this customer.
	Print customer information.
	Inquire on customer transactions, payments and invoices.
	Drop-down menu of additional options for the data displayed.
	List customers sharing services with this account (only when a share exists).
	Show the billing/service location on a map (requires the mapping module).
	Filter clients by division, department, group or status.
	Cancel changes to the displayed account (Edit or Add mode).
	Save changes to the displayed account (Edit or Add mode).

Billing Data tab

Field reference

Account #

A unique account number assigned by the system when an account is added. Once created, an account number cannot be used again.

Alt #

A user-defined alternate account number or name, normally used to keep an account number from a previous manual or computer system. Keep it unique if it will be used to locate accounts.

Bill With Acc

The account number of the parent company of the account in the Account # field. User defined and entered.

Div #

The division the account belongs to.

Dept

The department the account belongs to.

Group

Group billing — divides accounts into billing groups, e.g. 1 = advanced billing, 2 = prior-month billing.

Name (Y/N)

Select Y when the customer field holds a person's name (e.g. Smith, Mr. John); select N for a business name.

Name

The business name.

Street / Street +

The service street, plus any additional street address information.

City / State / Zip

The city, state and zip code for the service.

Phone / Fax

The primary phone number and fax number.

Contacts

Name of the person to contact, with their phone, fax, pager and cell numbers.

Email / www

Email address and website of the business.

Start

The date of first service for this job.

Status

Account status and activity.

Billing

The type of billing.

Terms

Payment terms agreed for the due date.

Pay date

The date the amount charged for this service is due.

Late Fee

Whether late fee charges apply to this account.

Taxes

The tax code this service is billed with.

G/L

Default general ledger code for this account, maintained in user-defined system tables.

Deposit

Amount deposited, with status A (Active) or T (Terminated).

Dep. Date

The date the deposit was received.

Type

The code for the type of service for this job.

Bill Note / Code-A / Code-B

Billing note and user-defined codes.

Last Bill / Bill Date

The invoice number and date of the last bill sent.

Last Pay / Paid Date

The invoice number and date of the last bill paid.

Amt Due

The total current amount due.